Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | May 31, 2022 Premium Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others. Read More
Deep Dive | May 20, 2022 Premium Market Outlook: Apparel Specialty Retail—US and UK Revivals To Outpace Lockdown-Hit ChinaWe analyze apparel and footwear specialty retail with a focus on the US, the UK and China. Our report includes five key growth drivers, leading companies, store numbers and more. Read More
Insight Report | April 5, 2022 Premium 4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain DisruptionsOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | March 15, 2022 Premium Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty. Read More
Store Tracker | March 11, 2022 Premium Weekly US and UK Store Openings and Closures Tracker 2022, Week 10: US Store Expansion Plans Surpass 3,400 New Retail SpacesOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 2nd & Charles, Barnes & Noble and Summer Classics in the US, and Amazon, Dreams and Mere in the UK. Read More
Market Outlook | March 2, 2022 Premium Market Outlook: US Footwear Specialists See a ResurgenceWe analyze the resurgent US footwear specialty retail market, including four themes we are watching. Learn more about opportunities in specialty footwear. Read More
Deep Dive | February 28, 2022 Premium Head-to-Head in US Sporting Goods Retail: Dick’s Sporting Goods vs. Foot LockerDick’s Sporting Goods and Foot Locker are heavyweights in the US sporting goods sector. As part of our Head-to-Head series, we compare the two companies, providing insights into their revenues, business strategies, technology initiatives and more. Read More
Insight Report | February 23, 2022 Premium Innovations in Apparel Stores: Reinventing Physical Retail To Drive Engagement, Loyalty and SalesBrands and retailers are innovating to tempt customers back to physical apparel stores. We discuss key examples of successful strategies including experiential retail, seamless shopping and providing personalized services. Read More
Event Coverage | January 21, 2022 Premium NRF 2022 Wrap-Up: The Metaverse, Livestreaming E-Commerce and Value of DataWe provide 10 key insights from NRF 2022, covering the implications for retailers of the rise of the metaverse, livestreaming e-commerce, the value of data and more. Read More
Insight Report | January 3, 2022 Premium 3Q21 US Retail Inventory Tracker: Inventories Jump Despite Supply Chain ConstraintsOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 3Q21 and assess how and why levels are changing. This quarter, many retailers posted higher two-year inventory turnover rates on a two-year basis. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Market Outlook | December 8, 2021 Premium Market Outlook: Apparel Specialty Retailers in the US, the UK and China See Strong GrowthIn this updated Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail sector, with a focus on the US, the UK and China. We also explore key growth drivers, competitive landscapes, notable retail innovators in the space, and opportunities arising from three key specialty apparel and footwear trends. Read More
Store Tracker | December 1, 2021 Premium US Store Tracker Extra, November 2021: Major US Retailers To Open 70 Million Square Feet of Retail Space in 2021The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of November 26, 2021, versus the comparable period in 2020. Read More
